FirstPurpose Wealth’s Phillips Edison & Co PECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.56M Sell
2023
Q4
$4.39M Sell
2023
Q3
$4.3M Sell
2023
Q2
$4.57M Sell
2023
Q1
$4.48M Sell
2022
Q4
$4.82M Sell
2022
Q3
$4.33M Sell
2022
Q2
$5.27M Buy